November 2024 - Summit Wealth Partners, LLC

Home
Who We Are
Our Team
What We Do
How We Work
Resources
Client Login

The Rational Optimist™

November 2024

PRINT – Nov. 2024 to Printer 10.31.2024 – FINAL Download

Begin Your Well-Informed

Financial Life

Start a Conversation

Subscribe to OUr newsletter

Solid Growth

Safely Managed

Trusted Advice

Subscribe to Our Newsletter

Name(Required)

First Last

Email(Required)

Name

This field is for validation purposes and should be left unchanged.

About

Who We Are
Our Team
What We Do
How We Work
Contact Us

Latest Insights

Making Traveling Fun
The Time Value of Money: Making Smarter Financial Choices
Florida Auto Insurance in 2025: Rising Premiums and Ways to Save

Social

Facebook
LinkedIn

Start a Conversation

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Summit Asset Protection Group, LLC, an affiliate organization and a licensed insurance agency in the state of Florida. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

©

Summit Wealth Partners, LLC

All Rights Reserved.

ADV & Privacy Policy

Built With Oechsli